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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,417 | $51,202-81.6% | $70,548-86.7% | $75,181-87.5% |
| Participation rate | 94.6% | 61.0%+33.7pp | 68.3%+26.3pp | 67.2%+27.4pp |
| Annual return | 20.87% | 30.05%-9.2pp | 32.78%-11.9pp | 160.69%-139.8pp |
| Employer contribution / active EE | $1,781 | $1,827-2.5% | $2,975-40.1% | $2,671-33.3% |
| Participant deferral / active EE | $170 | $2,850-94.0% | $4,567-96.3% | $4,126-95.9% |
| Admin fee / account holder | $293 | $4,094-92.8% | $6,424-95.4% | $5,650-94.8% |